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Wealth Advisors Group

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Client assets under management

$1,060,062,555

Clients

1,013

28% high-net-worth

Advisors

7

of 16 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

145

Very High

Average account size

$1,046,459

About

Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, small business owners (including physicians and family‑owned businesses), retirees, pension plans, and charitable organizations. The firm manages accounts directly and, where appropriate, implements portions of client portfolios through independent managers or model portfolios.

The firm emphasizes risk management and tactically adjusts asset allocation, using strategic or tactical approaches, periodic rebalancing, and a broad set of investment opportunities including mutual funds, ETFs and individual equities. WAG develops and maintains model portfolios using BlackRock Fund Advisors’ Aladdin® Platform and makes use of model portfolios and third‑party managers while also disclosing that it markets performance information, including hypothetical performance and performance results.

WAG is a sponsor of wrap fee programs and discloses that it receives a portion of wrap fees for those services, a structure that differs from most peers. The brochure also highlights potential conflicts tied to its use of the Aladdin® models — including receipt of BlackRock research and model support contingent on maintaining a material level of assets in iShares ETFs — and notes other operational practices such as use of AI transcription and the firm’s oversight of independent managers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses

Occupation focus

Doctor or Medical Professional Founder/Business Owner Retired

Demographic focus

Approaching retirement Retired

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Fee options

Fixed

Flat fixed rate for financial planning and consulting services (amount varies)

Percentage

$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable

Project-based

$200.00 per hour for financial planning and consulting services

Other

Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate

Main office location

Wealth Advisors Group

12726 Coldwater Road

Fort Wayne IN 46845, United States

Number of offices

1

Most active in

Arizona · Florida · Illinois · Indiana · Michigan · North Carolina · Ohio · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph D

CFP®, Series 63, Series 65

Fort Wayne, IN

Wealth Advisors Group

Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Patrick O

CFP®, Series 63, Series 65

Fort Wayne, IN

Wealth Advisors Group

Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Alex B

CFP®, Series 66

Fort Wayne, IN

Wealth Advisors Group

Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Austin T

CFP®, Series 66

Fort Wayne, IN

Wealth Advisors Group

Austin Thoms is a CFP® professional with seven years of industry experience, currently serving at Wealth Advisors Group since 2024. His prior roles include positions at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he volunteers as a deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled 2300 Reasons Why. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a dynamic risk management and tactical asset allocation approach, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Mark V

CFP®, Series 63, Series 65

Fort Wayne, IN

Wealth Advisors Group

Mark Vanderhagen is a CFP® with 38 years of industry experience, currently serving at Wealth Advisors Group in Fort Wayne, IN. His prior experience includes roles at LPL Financial LLC from 1993 to 2017 and Purshe Kaplan Sterling Investments, Inc. from 2017 to 2018. Vanderhagen holds board and leadership positions outside of his advisory work, including serving as treasurer for the Legatus International Fort Wayne Chapter and as a board member of the Watersong Office Park Association. Wealth Advisors Group provides financial planning, discretionary and non-discretionary portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews supported by BlackRock’s Aladdin® platform.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Laura M

Series 65

Fort Wayne, IN

Wealth Advisors Group

Laura Morton is a financial advisor with Wealth Advisors Group in Fort Wayne, IN, holding a Series 65 license and three years of industry experience. Prior to joining Wealth Advisors Group, she worked at Kestra Advisory Services, LLC, Personal Wealth Partners, LLC, and CX Institutional. Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation using model portfolios and independent managers.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
user avatar

Christopher S

CFP®, Series 63, Series 65

Fort Wayne, IN

Wealth Advisors Group

Christopher Slyby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Advisors Group in Fort Wayne, IN. He has been with Wealth Advisors Group since 2014 and previously worked at LPL Financial for three years. Outside of his advisory role, he is involved in financial planning activities through his own entity, C.A. Slyby LLC. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm utilizes dynamic risk management and tactical asset allocation, employing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers and technology platforms such as BlackRock’s Aladdin® in its investment process.

Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner Retired Approaching retirement Retired
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